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Agents draft the work. People make the call.
A field guide to one finance team’s close, forecast refresh, and board prep in 2028. See who does what, where agents hand off to people, and what your team can start building now.
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What you'll learn
Follow one team from the close to the board
Every scene in the guide depends on things a finance team can start building now. Here is what you will see, and what it takes to get there.
01
Watch the close run overnight
Agents pull the data, map new vendors, and run the first reconciliations while the books are still open. By morning, 41 accounts tie and three need a person. By day three, the close is a review exercise.
02
Turn a signal into a decision
Four implementations slip and $600K of Q3 collections is at risk. Three scenarios reach the operating review, and the decision lands sixteen hours after the signal, in the meeting where it belongs.
03
Build the board deck in a day
Agents assemble the first draft overnight, with every chart live on the governed model. The human time goes to the narrative: what happened, what management decided, and what the board needs to hear.
04
Know what has to be true by 2028
Five foundations: one governed model, trace to the source on every number, rules set before agents run, finance where decisions happen, and people trained to review. Plus three questions to take back to your team.
INSIDE THE E-BOOK
Seven scenes, from the first close to the board meeting
Meet the Team
A 600-person software business, eight finance people, and Charlie routing work to four agent teams.
Day One of the Close
Agents reconcile overnight. By morning, 41 accounts tie clean and three need a person.
The Close That Closes Itself
Agents draft the variance commentary. Priya reviews it and finds the two sections that don’t hold up.
A Signal, a Forecast, a Decision
Four implementations slip. Three scenarios reach the operating review, and the decision lands sixteen hours later.
Two Weeks Before the Board
Agents draft the deck overnight. Dana rewrites the opening page and traces every number for the CEO.
What the People Did All Day
Where eight people spent the month: reviews, judgment calls, and decisions. The team is the same size as in 2024.
What Has to Be True by 2028
Five foundations a finance team can start building now, plus three questions to take back to your team.
Hand off the drafts. Keep the judgment.
Cube · A DAY IN THE LIFE OF AN AGENTIC FINANCE TEAM
Who's behind it
Written by a three-time CFO
Christina Ross has been CFO three times, at companies from high-growth startups to global enterprises. This e-book comes out of a conversation she has had dozens of times, with controllers who were excellent at their jobs and still not ready for hers.
It ends where Cube starts. When 60 to 80 percent of a finance team's capacity goes to reconciliation, the strategic work never gets a calendar slot. Cube's four FP&Agents work on a single governed data layer, so the hours the close used to take go to the judgment only you can supply.
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Get A Day in the Life of an Agentic Finance Team
One finance team’s close, forecast refresh, and board prep in 2028, plus the five foundations to build now and three questions to take back to your team. Yours in one download.
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